Who owns LITMAN GREGORY FDS TR POLEN?
- Ticker: PCIG
- CUSIP Number: 53700t736
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Analyze quarterly positions in Litman Gregory Fds Tr Polen with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Litman Gregory Fds Tr Polen stock
Who bought or sold LITMAN GREGORY FDS TR POLEN this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Cambridge Investment Research Advisors | 1.8M | $16M | -1% | Dec 2024 |
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| Envestnet Asset Management | 105k | $961k | -4% | Dec 2024 |
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| AI Financial Services | 100k | $915k | 100% | Dec 2024 |
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| Jane Street | 63k | $579k | 180% | Dec 2024 |
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| Orion Portfolio Solutions | 55k | $500k | -1% | Dec 2024 |
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| BridgePort Financial Solutions | 43k | $418k | 100% | Dec 2024 |
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| Smart Portfolios | 16k | $148k | 100% | Dec 2024 |
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| Etesian Wealth Advisors | 12k | $109k | -29% | Dec 2024 |
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| Advisor Group Holdings | 9.0k | $83k | 0% | Dec 2024 |
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| Aptus Capital Advisors | 8.9k | $81k | 100% | Dec 2024 |
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| ORG Partners | 8.9k | $81k | 2% | Dec 2024 |
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| Kozak & Associates | 1.2k | $11k | 100% | Dec 2024 |
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| Bank Of Montreal | 469.00 | $4.3k | 78% | Dec 2024 |
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| Jones Financial Companies, L.L | 289.00 | $2.6k | 100% | Dec 2024 |
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| UBS Group | 59.00 | $539.000400 | -67% | Dec 2024 |
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Who sold out of Litman Gregory Fds Tr Polen?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Northwestern Mutual Wealth Management Company | Sep 2024 | 502.00 | $5.0k |